Messages Page

Overview

The  Messages Page shows lists of your current messages and surveys. It allows you to manage their content and offers the ability to create new messages.

The  Messages  Page is where you can answer questions such as: 

1. How do I update the content of an existing message?
   
2. How do I create a new text, voice, or email message?
   
3. How do I send a message blast?
   
4. How do I send a message that offices are closed and cancel any pending appointments?
   
5. How do I send a survey to my participants?
   
6. How do I send a message to a particular group or sub-group of users?
   

Sorting Messages

Messages can be viewed in many different ways. Using the drop-downs you can select alphabetical order, creation date, created by Admins, or specific to a clinic/location. You can also use the search function to locate a specific message.

Creating Messages

There are four categories of messages: Group Messages, Rules Schedule Messages, Import Schedule Messages and Closing Messages.  Choose Create Message  to start a new message.

1. For information about creating Group Messages, visit:  How to: Create a Group Message
   
2. For information about creating Rules Scheduled Message, visit:  How to: Create a Rules Scheduled Message
   
3. For information about creating Import Scheduled Messages, visit:  How to: Create an Import Scheduled Message
   
4. For information about creating Closing Messages, visit:  How to: Send a Closing Message
   

Note:  For information about updating or editing existing messages, visit:  How to: Update or Add to an Existing Message

Message Types

There are three types of messages: Text, Voice, and/or Email.

1. For information about creating Text Messages, visit:  How to: Create a Text Message
   
1. For information about Unicode SMS limitations, visit:  What is Unicode SMS
   
2. For information about creating Voice Messages, visit:  How to: Create a Voice Message
   
1. For information about recording voice scripts, visit:  How To: Record a Voice Script
   
2. For information about advanced messaging scripts, visit:  How to: Utilize Advanced Voice Messaging Settings
3. For information about creating Email Messages, visit:  How To: Create an Email Message
   

Note:  For information about sending websites in a text or email message, visit:  How to: Include URLs or Links to Websites in a Message

Additional Add-on Options

Web Surveys 

Web Surveys allow you to create a custom survey to send to your participants. Survey links can be inserted into the other message types to be sent to participants.

1. For instructions on how to create a Web Survey, visit:   How to: Create a Web Survey 
   
2. For instructions on how to send Web Surveys through chat, visit:  How to: Send a Web Survey through Chat
3. For instructions on how to view Web Survey reports, visit:  How to: Create a Web Survey Report

• Related Articles

• Dashboard Page

  Overview The Dashboard offers the ability to see a summary of your outgoing messages and response history. Note: If using the Scheduler go to Messages in the gray bar and then choose Message Dashboard. The Dashboard is where you can answer questions ...

• Contacts Page

  Overview The Contacts page allows you to create Contact Groups and view existing contacts also referensed as clients. You can re-organize your existing clients or upload Excel files of new clients. Contact Groups are utilized when sending group ...

• Chats Page

  Overview The Chats feature allows you to send text or image messages to a participant through their phone's text message system.  This two-way  SMS communication allows for a faster response time while maintaining records of the ...

• Settings Page

  Overview The Settings Page allows you to administer Teletask. You can add users, and set up custom settings for your organization. The Settings Page is where you can answer questions such as: How can add a new user account? Can I change my message's ...

• Reports Page

  Overview Reports allow you to view your messaging history by message type (Voice, Text, or Email). The results can be downloaded or printed for your personal records. Some reports can be scheduled to send you the results on a daily, weekly, or ...